Biuro klientów detalicznych

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Our activities include:

  • Providing services to individuals and selected institutional clients in sale of products offered by DMBH,
  • Client services associated with operating of the securities account, derivative rights account, property rights account and money account,
  • Organization and providing services to clients in non-public trading organized through the DMBH,
  • Current control and supervision over internal processes associated with rendering services to individual Clients,
  • Issue of brokerage orders by authorized brokers,
  • The following teams remain ad disposal to ensure convenience and satisfy the need and requirements of our customers:

Citigold Sales/Traders
Basic tasks:

Individual telephone-based services to selected Client groups (VIPs) in respect to brokerage services provided by DMBH.

Typical activities performed by the Citigold Sales/Traders:

  • Regular contact with Clients in the scope resulting from individual needs of Clients,
  • Acceptance and performance of buy/sell orders for financial instruments traded on the organized market (WSE and BondSpot),
  • Transfer of current and general market information,
  • Accepting registration for securities offered on public market, in the distribution of which DMBH participates,
  • Accepting other instructions within the scope of services offered by DMBH and rendering of services associated with the investment account,
  • Informing Clients of products available through DMBH, distribution of information, materials, analyses and marketing materials.

Please contact us to obtain detailed information relating to offer of services provided by DMBH to individual Clients.